Bridget D. Email & Phone Number

Oakland, California, Us

Medicare SalesSchedule and conduct Medicare Sales Presentations for Medicare beneficiaries with the objective of securing applicants for Kaiser Permanente Medicare Advantage products, strong presentation skills with effective communication of large quantity of complex material. Conduct home visits schedule and conduct sales and educational presentations at senior venues including community centers, senior centers, senior clubs and venues. Generate leads by securing referrals and identifying sales outlets for territory and community development. Conduct community development. within my territories. Strong organizational skills that support timely completion of all daily, weekly, and monthly sales activities and agendas. Excellent understanding of CMS compliance requirements to assure that all sales activities are CMS compliant.Collaborated with brokers to enhance sales experience for shared community of Medicare recipients. Identified and implemented virtual/in-person marketing opportunities and activities. Assisted peers and brokers in leveraging opportunities and advancing sales to closure. Led activities and created sales reports, tracking repeated activities, visits, and follow up. Attended community events. Developed relationships with retirement communities and educated residents on Medicare options. Designed sales strategies and made ongoing improvements. Set up and taught classes on Medicare benefits to community liaisons and Medicare beneficiaries; attended follow-up sessions. Exceeded new member attainment and retention expectations through relationship development, networking, event sponsorship, and Medicare education. Received monthly region sales awards and incentives.

Dedicated Financial Advisor to both business and personal clients. Producer Licensed and will service through all states. I will enhance and better all facets for all income levels financial affairs.Developed new business while growing existing customer portfolio. Generated sales by interacting with potential clients, networking, building relationships, and selling value-added products to current and new clients. • Exceeded annual and monthly sales goals and increased annual profits for the bank. • Increased sales by expanding initiatives with current customers and networking to find new clientele through networking and outside community activities.. •Cultivated mortgage business and closed first mortgage, annuity, life insurance, business banking product, and business loan sales.

San Francisco, California, Us

2006 -2009Wells Fargo Bank – Denver, COManage and maintain customer portfolio of over including 3500 clients. • Increased financial profit for the bank via sales to new and existing customer base. • Enhanced opportunities through developing a network of clients.• Increased sales by expanding initiatives with current and new customers.• Continuously exceeded sales initiatives set for performance expectations. Optimal sales initiatives are directly related to partner referrals and new loans

Us

Bank Manager 2005-2006TCF Bank – Denver, COManage all banking functions including proper document control, procedures, customer service, human resource, advertising and all financial functions• Increased revenues within the bank by marketing projects and plans with all team members. • Provided the best customer service to staff via implementation of training and development initiatives.• Achieved a 20% increase in both sales and Operations Audits.